ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 644 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $631 | -100.0% | 2,600 | -86.1% | 0.00% | -80.0% |
| Q2 2022 | $3,858,000 | +786.9% | 18,700 | +1000.0% | 0.01% | +400.0% |
| Q1 2022 | $435,000 | -90.9% | 1,700 | -88.9% | 0.00% | -83.3% |
| Q2 2021 | $4,769,000 | -11.9% | 15,300 | -15.0% | 0.01% | -14.3% |
| Q1 2021 | $5,413,000 | +134.9% | 18,000 | +73.1% | 0.01% | +250.0% |
| Q3 2020 | $2,304,000 | +158.9% | 10,400 | +141.9% | 0.00% | +100.0% |
| Q2 2020 | $890,000 | +23.1% | 4,300 | +19.4% | 0.00% | 0.0% |
| Q2 2019 | $723,000 | +22.5% | 3,600 | +20.0% | 0.00% | 0.0% |
| Q1 2019 | $590,000 | -68.5% | 3,000 | -65.5% | 0.00% | -50.0% |
| Q3 2018 | $1,871,000 | +511.4% | 8,700 | +480.0% | 0.00% | – |
| Q2 2018 | $306,000 | – | 1,500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Price Capital Management, Inc. | 5,000 | $1,294,000 | 24.14% |
| Bronte Capital Management Pty Ltd. | 550,200 | $140,714,000 | 11.82% |
| VAUGHAN & Co SECURITIES, INC. | 65,085 | $16,645,000 | 11.51% |
| BARINGS LLC | 1,365,650 | $349,265,000 | 10.51% |
| COLUMBIA ADVISORY PARTNERS LLC | 32,468 | $8,304,000 | 8.33% |
| Stone Asset Management Inc. | 56,778 | $14,521,000 | 8.10% |
| Powell Investment Advisors, LLC | 46,785 | $11,965,000 | 6.96% |
| Cohen Klingenstein LLC | 589,833 | $150,850,000 | 6.26% |
| FIFTH THIRD SECURITIES, INC. | 7,544 | $1,929,000 | 5.75% |
| Hillcrest Wealth Advisors - NY, LLC | 39,652 | $10,141,000 | 5.62% |